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Get more done in less time

Whether it’s modernizing our branch technology infrastructure or continually simplifying, streamlining, and automating processes, we aim to be leaders in all areas that enable and empower your team to be as efficient as possible.

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“I feel the technology is absolutely industry leading.”

— Corey Greenham, competitive recruit

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A digital experience that is integrated, centralized, and seamless

We understand that the right technological tools are essential for you to efficiently and effectively deliver high-end service to your clients. That’s why we continually invest in the best new technology for your business to help you stay ahead of the game. To that end, our digital vision is focused on assisting today’s advisor in elevating your wealth management practice with a series of cutting-edge benefits:

  • A centralized Salesforce-powered “workstation” to seamlessly connect you to clients and prospects
  • An innovative and unified portal for your clients, prospects, and COIs
  • An “easy-button” to complete client requests in mere minutes
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Run your practice on the go

Our Advisor’s Virtual Assistant (AVA) is a mobile app developed by RBC Wealth Management to help you stay connected with your clients from your mobile device. Whether you use Android or Apple iOS, AVA offers you the capabilities to:

  • Search and view your clients’ account details and contact them directly
  • Organize your day with access to events, tasks, and emails, all in one place
  • Review and approve KYCs electronically, quickly, and efficiently
  • Access live market information using data feeds, research, and analytics

Supporting the people who support you
 

Your business is a well-oiled machine, and your Associates, Assistants, and Planners are the fuel that keeps it running at its most optimal. We work to provide tools that help streamline day-to-day administrative tasks so your team can focus their attention where it’s most impactful: client interactions.
 

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“The ease and personalization of regulatory reporting provides me with the confidence to go the extra mile for our clients in all aspects of wealth management.”

— Jill Dubreuil
Associate Advisor

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“Client account opening and onboarding is seamless and efficient, leaving more time to focus on building strong and lasting client relationships.”

— Paul Waldrop
Senior Administrative Assistant

Helping you make the most of the latest tech

With a growing number of complex software tools, every advisor has access to the Practice Management, Training & Development and Business Analytics teams, who can give you and your team the confidence you need to identify revenue opportunities and help your practice become more profitable.

 

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I missed the culture of RBC Dominion Securities, the relentless collaboration to drive client experience. When I returned seven years later, I was pleasantly surprised: I was blown away at how far RBC had advanced. From a practical application standpoint, the technology is absolutely industry leading. The customization of reporting options also has had a huge impact on successful client navigation, making it easy for them to monitor and interpret the success of our partnership. I couldn’t be more proud to be part of this group of talented individuals, and I know our clients are the beneficiaries of RBC’s long standing history of accepting nothing but the best.

– Corey Greenham, competitive recruit
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